A six-month cohort that prepares strong seniors to review work and lead people before the next role arrives.
Theory + practical training + case studies + activities + simulations + software
Month 1
Practice: Agree a readiness scorecard with your manager.
Month 2
Practice: Review seeded files, then compare your notes with the trainer's.
Month 3
Practice: Coach a junior through a real or sample review cycle.
Month 4
Practice: Take ownership of a client file with manager oversight.
Month 5
Practice: Lead a small team through a defined deliverable.
Month 6
Practice: Present your results and development plan to firm leadership.
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Code sections, forms, and the reasoning behind each rule.
Hands-on preparation from realistic client source documents.
Real-world fact patterns worked from start to finish, then discussed.
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Mock client files, review notes, and deadlines that mirror busy season.
Data entry, diagnostics, and e-file steps in the software your team uses.
Hands-on sessions run in the platforms your team uses. See all software
Professional software for individual, business, trust, and estate returns.
Source document intake, workpapers, and tracking a return through review.
Finding, reading, and documenting authority for a tax position.
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.
Chartered Accountant, US CPA, PCC-certified leadership coach
Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.
Seniors · U.S. Tax
The 1040 situations that create review rework: multi-state filers, foreign income, K-1 investors, and passive losses.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · U.S. Tax
Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · Soft Skills
The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.
5-day program
